Primer: Nintendo (7974 JP) - Oct 2025
Nintendo is poised to enter a new growth cycle driven by the highly anticipated launch of its next-generation console, the 'Switch 2', which is...
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Nintendo (7974 JP): Synthetic Expert Call Transcript (28 Jul 2026)
Next-generation hardware margins will face initial compression due to elevated LPDDR5 and NAND flash costs, forcing Nintendo to price the...
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KWEB Attractive, Toyota and JD.com Best in Breed
Chinese softness feels like a rear view mirror story. Leaders in Japan likely to continue to flourish. Invest accordingly.
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First Run of Tech/Semis' Guidance Tells Us What Industries and Companies to Avoid
First Run of Tech/Semis' Guidance Tells Us What Industries and Companies to Avoid; Weaknesses to be seen in industrial, general non-AI server semi,...
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Japan Equities: Volatility Spike and Dispersion Create Options Opportunities
This note presents a cross-sectional approach to identifying options strategies in Japanese equities, set against a backdrop of market pullback and...
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